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WELCOME TO COLLIER FINANCIAL

Collier Financial is a name that represents the very family that supports our Clients. Since 1990, our local family owned company has developed relationships and trust with thousands of individuals. We are an independent firm that is not captive to a broker dealer or corporate agenda. We work for you and no one else. With our team of Investment Adviser Representatives who operate under a fiduciary standard of care for our Clients, and an administrative staff diligently working on your behalf, you will always feel like you are a part of something that makes a difference in your life.

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Located in Fort Wayne, Indiana and Ann Arbor, Michigan, Collier Financial is a nationally recognized  resource for financial advice since 1990. 

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Retirement

Retirement

Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.

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Investment

Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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Insurance

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.

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Lifestyle

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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<p>18 Years&#8217; Worth of Days</p>

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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DO YOU HAVE ANY QUESTIONS?

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Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.

FREE GUIDE: THE SECURE ACT

The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.



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